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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,071 | $56,431-59.1% | $130,788-82.4% | $87,485-73.6% |
| Participation rate | 15.9% | 58.9%-43.0pp | 70.1%-54.2pp | 68.9%-53.0pp |
| Annual return | 16.72% | 91.27%-74.6pp | 386.44%-369.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $369 | $1,549-76.2% | $3,558-89.6% | $2,596-85.8% |
| Participant deferral / active EE | $340 | $2,749-87.6% | $4,137-91.8% | $4,274-92.0% |
| Admin fee / account holder | $143 | $4,433-96.8% | $6,673-97.9% | $7,775-98.2% |